Adding New Candidates
Learn how to bulk upload candidate information to your ATS
Adding New Candidates
This feature allows you to bulk upload candidate information, saving time and ensuring all candidates are properly entered into the system.
Benefits
- Quickly add multiple candidates to your pipeline
- Ensure consistency in candidate data entry
- Save time compared to manual data entry
How to Add New Candidates
Access Add Function
Click the “Add Candidate” button in the Pipeline View.
Choose Upload Method
Select the file upload option for bulk import.
Prepare Your File
Ensure your CSV or supported file format contains the required candidate information.
Upload File
Select your prepared file and click “Upload”.
Review and Confirm
Check the preview of imported data and confirm the upload.
Supported File Formats
| Format | Description |
|---|---|
| CSV | Comma-separated values file |
| XLSX | Microsoft Excel spreadsheet |
| XML | Extensible Markup Language file |
Download our template files to ensure your data is formatted correctly for import.
Required Fields for Import
- Full Name
- Email Address
- Phone Number
- Current Job Title
- Years of Experience
Ensure all required fields are filled out in your import file to avoid errors during the upload process.
Handling Duplicates
During the import process, the system will check for potential duplicate candidates based on email addresses or phone numbers. You can choose to:
- Skip duplicates
- Update existing records
- Create new records regardless
Post-Import Actions
After successfully importing candidates:
- The system will automatically distribute candidates to appropriate job pipelines based on their information.
- You’ll receive a summary report of the import, including any errors or warnings.
- New candidates will be flagged for review in the Pipeline View.
Next Steps
After adding new candidates, you might want to use our NLP search feature to quickly find the most relevant candidates for your open positions.